Understanding the Capacity Planning Dashboard

Overview

AIZOPlan provides  real-time dashboards that give a complete view of resource usage, effort distribution, and financial tracking.

You can access three core dashboards from the Capacity Management Studio:

• The Resource Utilization Overview provides a clear view of how each resource's capacity is being used
• The Workload Utilization Dashboard provides project-based insights into resource assignments, time distribution, and overall utilization efficiency
• The Budget Overview Dashboard  provides a visual summary of how resource costs are distributed across projects.

📌Access Capacity Planning Dashboard

• In your Program Office, click the Capacity Management Studio icon .

 

• Select "Capacity Planning Dashboard" Section
• Choose the dashboard you want to view.

 

📊Resource Utilization Overview Dashboard

The dashboard displays how much of each resource’s capacity is being used. It helps identify whether resources are balanced, underutilized, or overallocated.

🔍How to Use the Dashboard

Apply filters to refine your view:

• Start Date – Select the reporting start date
• Department – Filter by team or business unit
• Role – Filter by specific roles (e.g., Developer, UX Designer)
• Status – Filter by utilization status (Balanced, Underutilized, Overallocated)
• Metrics – Select which metrics to display:
  • Billable Utilization
  • Non-Billable Utilization
  • Total Utilization (%)

• Period – View data by:
  • Weekly
  • Monthly
  • Quarterly
• View – Choose display mode:
  • Calendar
  • Table

Table View Details

Click “Filter” to display the detailed data table, including:

Column	Description
Person	Name of the resource
Department	Assigned department or business unit
Role	Functional role
Billable Utilization	% of time spent on billable work
Non-Billable Utilization	% of time on non-billable work (support, training)
Total Hours	Total hours logged during the period
Total Utilization (%)	Utilization rate based on available vs. logged hours
Cost (Hourly)	Hourly cost rate for the resource
Status	Balanced / Underutilized / Overallocated

 

Workload Overview Dashboard

The Workload Utilization Dashboard is a project-based time tracking tool that provides visibility into:

• Who is working on what

• How time is distributed

• How efficiently resources are being utilized

 

🔍How to Use the Dashboard

Use similar filters to tailor your analysis

• Start Date – Select the start of the reporting period
• Project – Choose a specific project
• Status – Filter by utilization status:
  • Balanced
  • Underutilized
  • Overallocated
• Details – Toggle for additional breakdowns
• Metrics – Select which metrics to display:
  • Billable Utilization
  • Non-Billable Utilization
  • Total Utilization (%)
• Period – View data by:
  • Weekly
  • Monthly
  • Quarterly
• View – Choose display mode:
  • Calendar
  • Table

Table View Details

Click “Filter” to display the detailed data table, including:

Column	Description
Project	The selected project name
Workstream	Specific workstream or initiative within the project
Person	Resource assigned
Department	Department or team the person belongs to
Role	Functional role of the person (e.g., Developer, QA Lead)
Billable Utilization	% of time spent on billable work
Non-Billable Utilization	% of time on internal or non-client activities
Total Hours	Total hours logged within the selected period
Total Utilization (%)	Overall workload utilization rate

 

Budget Overview DashBoard

The Budget Overview Dashboard (also known as the Cost Consumption Dashboard) provides a visual summary of how resource costs are distributed across projects. It helps project managers and finance teams track project spending, monitor resource cost efficiency, and align budgets with actual work delivered.

🔍How to Use the Dashboard

The filters and view options available in this dashboard are the same as the Workload Utilization Dashboard, allowing for seamless cross-comparison.

Common Filters:

• Start Date

• Project

• Department or Role

• Utilization Status (Balanced, Underutilized, Overallocated)

• Time Period: Weekly, Monthly, Quarterly

• View: Calendar or Table

Table View Details

Click “Filter” to display the detailed data table.

In addition to the workload Overview Table View metrics, the Budget Overview Table View includes two additional columns:

✅ Summary

The Capacity Planning Dashboards in AIZOPlan provide real-time visibility into how resources are utilized across programs. With three dedicated dashboards—Resource Utilization, Workload Utilization, and Budget Overview—you can:

• Track individual and team workload performance

• Identify underutilized or overallocated resources

• Monitor financial impact and cost distribution across projects

• Filter data by role, department, project, and time period

• Switch between calendar and table views for flexible analysis

These dashboards help program and resource managers make data-driven decisions, optimize capacity, and align delivery with strategic and financial goals.